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Caldwell Trust Co

SEC CIK
0002080218
Latest filing
Aug 3, 2026

SLV holding history

iShares Silver Trust in every 13F filed by Caldwell Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SLV overviewAll 13F holders of SLVFull Q2 2026 holdings

Shares (Q2 2026)
2,710
Value
$144.9K
% of portfolio
<0.1%
Quarters held
19
Since Q1 2021
Holdings of SLV by Caldwell Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,710$144.9K<0.1%−500−15.6%ReducedHolders
Q1 20263,210$218.7K<0.1%+129+4.2%AddedHolders
Q4 20253,081$198.5K<0.1%+1,000+48.1%AddedHolders
Q3 20252,081$88.2K<0.1%00.0%UnchangedHolders
Q2 20252,081$68.3K<0.1%00.0%UnchangedHolders
Q1 20252,081$64.5K<0.1%+1,000+92.5%AddedHolders
Q4 20241,081$28.5K<0.1%−500−31.6%ReducedHolders
Q3 20241,581$44.9K<0.1%+500+46.3%AddedHolders
Q2 20241,081$28.7K<0.1%00.0%UnchangedHolders
Q1 20241,081$24.6K<0.1%−400−27.0%ReducedHolders
Q4 20231,481$32.3K<0.1%+800+117.5%AddedHolders
Q3 2023681$13.9K<0.1%00.0%UnchangedHolders
Q2 2023681$14.2K<0.1%00.0%UnchangedHolders
Q1 2023681$15.1K<0.1%00.0%UnchangedHolders
Q4 2022681$15.0K<0.1%00.0%UnchangedHolders
Q3 2022681$11.9K<0.1%00.0%UnchangedHolders
Q2 2022681$12.7K<0.1%00.0%UnchangedHolders
Q1 2022681$15.6K<0.1%+681NewHolders
Q2 20210$00.0%−1,600−100.0%Sold outHolders
Q1 20211,600$36.3K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.